According to SINO Battery's 2025 Lithium Battery Raw Material Market Annual Report, monitoring data from Mysteel and the latest market quotes from Wind (CCMN), core raw materials across the entire lithium battery industrial chain saw a trend of "sharp price hikes for multiple categories and structural shortages" in 2025, with industry-wide cost pressures reaching peak levels:

• Lithium source sector: The price of battery-grade lithium carbonate rose by 65%-78% year-on-year compared with 2024. The current market futures price ranges from 164,000 to 183,000 yuan per ton (recent closing price: 170,400 yuan per ton). As a core raw material accounting for more than 40% of cell cost, its skyrocketing price directly drives the increase of battery manufacturing cost by over 30%.

• Phosphorus-based materials: The price of iron phosphate (precursor) increased by 20%-28% year-on-year, with current quotations at 10,800-12,555 yuan per ton. Driven by surging energy storage demand and tightened phosphate ore supply, the price remains on a slow upward trend. The prices of industrial-grade phosphoric acid and phosphate ore are relatively stable, rising only slightly by 3%-5%, with limited impact on overall costs.

• Electrolyte raw materials: The price of lithium hexafluorophosphate, the core solute, saw explosive growth. Its average price in 2024 was about 53,000 yuan per ton, and it soared continuously in 2025 to the current range of 133,000-150,000 yuan per ton, an increase of 151%-183%. It has become a key factor driving the doubling of electrolyte cost. Besides, the industrial capacity utilization rate has reached 83%, and the high price trend will continue until 2026.

• Key auxiliary materials: The prices of copper foil and separator have ended the stable trend and entered a price increase cycle. The processing fee of 6μm lithium battery copper foil rose from 18,000 yuan/ton at the end of 2024 to 23,000 yuan/ton, representing an increase of 27.8%; the price of wet separator increased by 5%-10%. Demand for high-end coated products is tight, and orders of leading enterprises have been scheduled to the first quarter of 2026.

The stepped rise in raw material prices has put the lithium battery industry in a widespread cost dilemma. Especially for industries relying on customized lithium batteries such as medical treatment, security and robots, small and medium-sized battery manufacturers have begun to face problems including quality degradation, delivery delays and weakened customized services due to fragile supply chains and insufficient technical strength.

The rise in raw material prices is a common challenge for the industry. However, we always believe that with adherence to quality and commitment to the original intention of customization, the value of high-quality customized lithium batteries should not be diluted by short-term cost pressure; customers' personalized demands deserve to be fulfilled through stable supply chains, solid technology and strict quality control.

Whether you need high-safety batteries for medical equipment, wide-temperature-range batteries for outdoor devices, or precisely adapted batteries for robots, we will consistently maintain unchanged quality standards, customized services and delivery commitments. We uphold the bottom line with original aspiration and safeguard cooperation with strength. Contact us now to unlock exclusive customized solutions, so that raw material price hikes will no longer be a stumbling block on your development path!